War Room Templates

You can re-use the layout of an existing war room by saving a war room as a war room template. This can save time in creating new war rooms with numerous widgets. You can save an existing war room as a template while you are working on it, or just before you close it.

Create a War Room Template
  1. From the Actions menu of the current war room from which you want to create a template, click Save as Template. Alternatively, when you end a war room, select Save as Template.
  2. Provide a name for the template and an optional description.
  3. Click OK.
    The new template is now available to create other war rooms. You can view all your war room templates under War Rooms > Templates.
Delete a War Room Template
  1. Click War Rooms > Templates.
  2. From the list of war room templates, select the template to delete.
  3. Click Delete Template and confirm the deletion.